Dougherty Wealth Advisers LLC's ownership history for MSFT

Dougherty Wealth Advisers LLC currently holds 4.2K shares with a market value of $1.5M. It started holding MSFT on 2024-09-30. At its peak, it held 4.2K shares on 2026-03-31. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 3.2K shares on 2024-09-30, with a value of $1.2M on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 366. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 943.